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TechCheck - Podcast

TechCheck

Where Silicon Valley meets Wall Street, TechCheck dives deep into stocks, trades, trends and opportunities focused on new technologies while highlighting news from mega-cap heavyweights, social media darlings, streaming giants, growth software and red-hot disruptors. Everyday TechCheck delivers investors what they need to know with compelling in-depth reporting and analysis from investors, analysts and leaders in the industry.

Business Management Investing Technology Tech
Update frequency
every day
Average duration
9 minutes
Episodes
640
Years Active
2023 - 2025
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Tech's 'Mass extinction event' 01/25/24

Tech's 'Mass extinction event' 01/25/24

The brutal year for tech workers continues… More layoffs, this time at Microsoft’s gaming unit. But what about startups? Will they face a mass extinction event this year

00:17:03  |   Thu 25 Jan 2024
Other Netflix stories in Tech 01/24/24

Other Netflix stories in Tech 01/24/24

Blockbuster earnings for Netflix…  Today, what can the numbers tell us about the tech earnings yet to come.

00:14:28  |   Wed 24 Jan 2024
Google’s Moonshot Cuts 1/23/24

Google’s Moonshot Cuts 1/23/24

More layoffs at Google – this time within X, its innovation lab responsible for moonshot projects. Today – what’s inside Google’s moonshot factory; what might actually become a business; and why it’s…

00:14:33  |   Tue 23 Jan 2024
Tech Bubble Redux? 1/22/24

Tech Bubble Redux? 1/22/24

One veteran Wall Street strategist is making a BULLISH comparison to 1999 – saying the market could be set for a tech-led party. Why there’s still room to run for some key valuation metrics if you’re…

00:13:51  |   Mon 22 Jan 2024
Bitcoin’s Rough Week, Plus Semis’ Spectacular Week 1/19/24

Bitcoin’s Rough Week, Plus Semis’ Spectacular Week 1/19/24

One week on from Bitcoin's momentous Wall Street moment, the results are underwhelming. The price of #Bitcoin has fallen to its lowest level since the SEC approval, underperformed gold, bonds and glo…

00:05:25  |   Fri 19 Jan 2024
TechCheck+ How Bitcoin lost by winning 01/19/24

TechCheck+ How Bitcoin lost by winning 01/19/24

Bitcoin has officially arrived on Wall Street. The SEC’s approval of 11 spot bitcoin ETFs now gives the cryptocurrency legitimacy, accessibility, mainstream reach and Wall Street acceptance. But Bitc…

00:10:00  |   Fri 19 Jan 2024
CEO says more jobs cuts are needed in 2024    01/18/24

CEO says more jobs cuts are needed in 2024 01/18/24

More layoffs at Google. CEO Sundar Pichai warns that more cuts are coming as the company gears up for its AI goals… Plus why some private companies are acting like public companies.

00:14:57  |   Thu 18 Jan 2024
An AI phone. And is the Shein IPO in trouble?

An AI phone. And is the Shein IPO in trouble?

One of the most anticipated IPOs of the year risks not happening at all… Plus what is an AI phone?

00:17:24  |   Wed 17 Jan 2024
Apple, Google & “The Gatekeepers” 1/16/24

Apple, Google & “The Gatekeepers” 1/16/24

After a stumble to start 2024, there’s been a rotation to quality. The biggest tech stocks have continued their dominance… So what are the major roadblocks to that story this year? It comes back to E…

00:13:19  |   Tue 16 Jan 2024
Can Nvidia run it back? 01/12/24

Can Nvidia run it back? 01/12/24

Can Nvidia run it back? The stock market darling is soaring this week after it already ran up 240% last year. Today – the debate around valuation, hype and reality.

00:11:38  |   Fri 12 Jan 2024
TechCheck+ The AI dark horse: Why Apple could win the next evolution of the AI arms race 01/12/24

TechCheck+ The AI dark horse: Why Apple could win the next evolution of the AI arms race 01/12/24

Apple’s loudest critics have said it’s playing catch up in the AI race, blaming its underperformance last year, at least compared to its megacap tech peers, on its lack of a clear AI strategy. But lo…

00:08:52  |   Fri 12 Jan 2024
A different Google layoff story 01/11/24

A different Google layoff story 01/11/24

The tech layoffs just keep coming. The latest: Google cutting hundreds of jobs in its engineering, product and hardware divisions. How the future of Google is making itself felt within Google.

00:16:27  |   Thu 11 Jan 2024
SOFTWARE’S RE-RATING – IS IT PERMANENT? 01/10/24

SOFTWARE’S RE-RATING – IS IT PERMANENT? 01/10/24

What is the reality in the software sector? We're seeing a wave of layoffs to start 2024 at Unity and Twitch, along with some CEO changes at Twilio and Match. Is the sector recovering… or is this new…

00:14:03  |   Wed 10 Jan 2024
Why is it always Europe?  01/09/24

Why is it always Europe? 01/09/24

Microsoft's multi-billion dollar investment into OpenAI and its all-out embrace of ChatGPT could now be the subject of a merger investigation in the EU. Why, and why Europe?

00:09:55  |   Tue 09 Jan 2024
AiPhone? 01/08/24

AiPhone? 01/08/24

Apple stock is off to its worst start of the year since 1982… But could the iPhone maker be an AI darkhorse in 2024.

00:12:48  |   Mon 08 Jan 2024
CAN ANYONE DISRUPT GOOGLE SEARCH 01/05/24

CAN ANYONE DISRUPT GOOGLE SEARCH 01/05/24

The future of Google Search is one of the biggest questions in tech since ChatGPT exploded onto the scene… Does Google continue to dominate, or will it be disrupted by a generative AI upstart? This w…

00:15:26  |   Fri 05 Jan 2024
EXIT COOKIE 01/04/24

EXIT COOKIE 01/04/24

The end of the cookie. Google starts to disable one of the most effective but infamous ad tracking devices for its chrome browser today – a major change. What it signals about the digital ad landscap…

00:15:43  |   Thu 04 Jan 2024
IS THE VALLEY BACK? 01/03/24

IS THE VALLEY BACK? 01/03/24

Data shows new businesses are being created at a faster pace outside Silicon Valley… in places like Atlanta and New Orleans. But was that actually a bubble phenomenon, and is AI now bringing the acti…

00:06:08  |   Wed 03 Jan 2024
APPLE DOWNGRADE 01/02/24

APPLE DOWNGRADE 01/02/24

Barclays warns of weakening demand for iPhones

00:02:59  |   Tue 02 Jan 2024
Best of 2023: Beware the Blockbuster IPO 12/29/23

Best of 2023: Beware the Blockbuster IPO 12/29/23

Beware the Blockbuster IPO…. 2023’s big listings highlighted some issues within capital markets… and why retail investors should proceed with caution.

00:11:01  |   Fri 29 Dec 2023
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